After the release of Apple's iPhone 8 and iPhone X, the wireless charging market has seen spurt growth. According to industry insiders, the entire wireless charging market has increased by about 5-6 times before the launch of Apple's new machine, and will continue to grow several times next year. The moment of the wireless charging market broke out, the demand exceeded the market expectation, and caught the entire industry chain. In addition, electronic components such as capacitors, MOS tubes, and coils all appear to be out of stock in varying degrees, and there is a significant supply gap in the wireless charging market.
In fact, as early as the functional machine era, there was already a wireless charging phone, but it did not cause much reaction. In 2012, Nokia deployed wireless charging on the Lumia 920. However, the wireless charging function on the aircraft was not mature and the charging speed was extremely slow, which did not effectively improve the user experience. With the exploration of wireless charging by the two giants of the consumer electronics market, Apple and Samsung, the wireless charging market has resurfaced.
Samsung chose the wireless charging function on the Galaxy s6 that was launched in March 2015, and the charging technology can basically make the phone full within 120 minutes. The iPhone 8 and iPhone X launched by Apple this year are also equipped with wireless charging.
It is expected that by 2020, the application rate of wireless charging in smartphones is expected to increase to 60%, and smartphones using wireless charging technology will exceed 1 billion, and the market scale is expected to exceed 10 billion yuan.
The wireless charging industry chain mainly involves chips, transmissions, inductors, modules, etc. These four parts together constitute the entire system of wireless charging. The highest threshold is the chip segment, which has traditionally been controlled by mature foreign companies. Domestic manufacturers have not had a chance to enter the market for a short period of time.
The transmission part is composed of anti-magnetic sheet and copper coil. The anti-magnetic sheet can prevent electromagnetic interference. The coil of the receiving end is changed by the magnetic field to generate the current, and the transmitting end is changed by the current to generate the magnetic field. This part is the key to determine the charging efficiency. The choice of inductive magnetic material determines the power and conversion efficiency of the charging system. The final part is the module that encapsulates the chip, transmission, and inductor in three parts. This part has low technical requirements, low barriers to entry, and is suitable for domestic manufacturers to enter.